Jupiter Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,437
| Closed | -$710K | – | 561 |
|
|
2022
Q3 | $710K | Sell |
10,437
-593
| -5% | -$40.3K | 0.01% | 412 |
|
|
2022
Q2 | $787K | Buy |
+11,030
| New | +$787K | 0.01% | 457 |
|
|
2021
Q3 | – | Sell |
-93,481
| Closed | -$5.66M | – | 640 |
|
|
2021
Q2 | $5.66M | Buy |
93,481
+6,835
| +8% | +$414K | 0.06% | 282 |
|
|
2021
Q1 | $5.39M | Buy |
+86,646
| New | +$5.39M | 0.05% | 312 |
|